Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.
Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:

Financial Planning
Asset Management
Insurance & Risk Management
Employee Benefits
Executive Benefits

By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family.

Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”

Employee Benefits

Insurance

Investment Management

Risk & Compliance

Lenox Advisors

Gregory K. Large

Sandra Penagos

Megan Oliver

Kevin Lynch

Debhinn Hart-Picariello

Naresh H. Singh

Frank Anzalone

Rob Pykosz

Peter Slesinski

Chfc® Frederick Denitz Casl®, Clu®, Cltc

David Suzzan

Melissa Dziemian

Msol Isabel Velasquez

Irma Ramos-Cuevas

Heather Schieferstein

Eric Yee

Brian Holly

Vincent Trimarco

Sam Toskin

Matthew Donalds

Christina Mantzaris

The Technology and Data Team at Lenox Advisors focuses on leveraging technology and data analytics to enhance client services and operational efficiency. This team is responsible for maintaining IT infrastructure, providing technical support, and analyzing data to inform financial strategies. By integrating cutting-edge technology solutions, they ensure that advisors can deliver personalized, comprehensive financial plans that align with clients' goals and needs.

Technology and Data Team

Client Services Team

Leadership Team

Finance and Investment Team

Technology and Data Team

About

Team members

Other teams at Lenox Advisors

Client Services Team

Leadership Team

Finance and Investment Team